Closing

In this step, the corporation is going to go through their internal buying process. Even though this process happens internally, it's important to be able to coach the internal champion and be a resource to their internal business case process in order to get approval.

Most internal buying is going to occur gradually as the initial pilot sees success. This means that the initial deal is going to be structured as a pilot with the understanding that it can be extended and expanded over time.

The goal is to get the PO and payment method, gather creative, submit the opp for closed won, onboard the client and introduce them to the Client Partner.

After the initial agreement is accepted, the pilot needs to be initiated along with the onboarding of the client. The Enterprise AE will be involved in this process and ensure that the onboarding team is performing properly.

Billing needs to be set up in addition to gathering the necessary content. Once these are obtained, you can then submit your opportunity for closing to your ops team.

CLOSING & ONBOARDING

Get POs drafted and signed based upon agreed pilot structure (CS to create PO)

Gather payment method (CC and input into SFDC)

Lay foundation for upgrade based upon proving out ROAS model & KPIs

Get creative for any customization needed and setup

Hand off to CP

Goal: Set up client for success long term and prepare them for upgrade

CLOSING:

I. CS for agreement (PO) creation

II. Pricing on the opp - pricing calculator

III. Collect CC payment method vs. invoice billing

IV. Adjust the opp according to specific opp submission guidelines

V. Emailing back and forth to get proposal signed

Onboarding:

● Get creative for any customization needed and setup

● Hand off to CP

PURCHASE ORDER – PILOT CHECKLIST

Context: Before Sending Out a Purchase Order – On the Proposal Call After Getting the Go Ahead

“NEXT STEPS ON MY END IS:

I will get a PO drafted

How would you like to be billed? Credit card or invoice?

Send you an email to gather content & set up some time for content

Do you want to set up some time to gather the credit card or do you have it on you now? Why don’t we block out some time next week, how does same time next week look for you?

YOU NEED TO FIND OUT:

Timing – What is a realistic start date? We have setups on the first and the 15th

Billing

How would you like to be billed?

Would you like to set up some time to gather the credit card or do you have it on you?

Who will I be sending the purchase order to? Who will be signing it?

PIXEL IMPLEMENTATION

Hi , Wanted to let you know that I did receive the signed PO. In terms of next steps on my end, we need to get clarity on a few questions in order to create and send over the tracking pixel for implementation. As discussed, these will be contingent upon whether we are going to be supporting the entertainment acts and/or the resort.

LANDING WEBSITE: Landing pixel - Where do we want the user landing when they click through? What URL(s) is associated with this landing area

CONVERSIONS/KPIS TO BE TRACKED: Conversion pixel - Each of the conversions that need to be uniquely tracked with the corresponding goal Conversion - What do want to count as a conversion on either the entertainment side or resort side? (ex. Online booking, online purchase) Goal - What is a reasonable KPI to set for a conversion? (For example: Online Reservations CPL goal, Online Purchase CPL goal)

CONVERSION LANDING PAGE URL - For every unique action to be measured, please include a conversion landing URL What completed booking or purchasing page URL is associated with this conversion?